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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,810 | $121,719-83.7% | $210,053-90.6% | $116,462-83.0% |
| Participation rate | 18.9% | 76.0%-57.1pp | 80.8%-61.9pp | 74.7%-55.8pp |
| Annual return | 14.74% | 14.29%+0.4pp | 232.76%-218.0pp | 15.65%-0.9pp |
| Employer contribution / active EE | $1,275 | $2,386-46.6% | $4,521-71.8% | $3,231-60.5% |
| Participant deferral / active EE | $693 | $3,917-82.3% | $4,238-83.6% | $3,836-81.9% |
| Admin fee / account holder | $292,826 | $13,730+2032.8% | $16,990+1623.6% | $12,754+2196.0% |